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Loan Vision, a PE-backed (Banyan Software/Pacific Lake) high-growth fintech company, is seeking an Account Executive to drive expansion within the mortgage banking and financial services sector. Loan Vision provides loan-level accounting software built on Microsoft Dynamics and Azure, serving over 270 mortgage banks including top national lenders.
In this role, you will be at the forefront of new business development, prospecting high-potential mortgage lenders and building relationships with CFOs, Controllers, and senior finance decision-makers. You'll manage a new-to-new sales pipeline focused on independent mortgage banks (IMB) and credit union verticals, guiding prospects through the entire sales cycle and positioning Loan Vision's solution to address their accounting and financial management challenges.
Day-to-day responsibilities include generating leads and developing new accounts, managing your CRM pipeline in Salesforce with disciplined forecasting, coordinating with internal teams on pricing and proposals, and partnering with marketing on campaigns and industry webinars. You'll travel 10–25% to conferences and client sites.
The ideal candidate is highly organized, disciplined, and thrives in fast-paced environments. You have strong people skills, excellent communication abilities, and the confidence to try new approaches with minimal direction. You're resourceful, detail-oriented, and possess a "figure it out" mentality. Experience in SaaS sales, financial software, or the mortgage/banking industry is valuable. You must be comfortable with remote work and travel.
Loan Vision is part of Banyan Software, a Great Place to Work Certified company and five-time Inc. 5000 honoree, headquartered in Atlanta with 100+ portfolio companies globally. The company is led by CEO Paul J. Loftus, a veteran of ADP, Wolters Kluwer, and other high-growth tech firms.
